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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
FSC
1301
Full Sail Capital
Oklahoma
$392K +$370K +1,344 New
LPAM
1302
Lodestar Private Asset Management
California
$389K – – –
MIM
1303
Moseley Investment Management
Florida
$387K -$70.5K -256 -16%
PCM
1304
Pennsylvania Capital Management
Pennsylvania
$385K – – –
CPRC
1305
Consolidated Portfolio Review Corp
New York
$385K +$363K +1,319 New
MPM
1306
Meritage Portfolio Management
Kansas
$385K – – –
HR
1307
Hardy Reed
Mississippi
$384K -$1.93K -7 -0.5%
VBCG
1308
Valley Brook Capital Group
Pennsylvania
$384K +$275 +1 +0.1%
RT
1309
Rockland Trust
Massachusetts
$383K +$12.1K +44 +3%
WSCM
1310
Wellington Shields Capital Management
New York
$381K – – –
TF
1311
Tudor Financial
Ohio
$380K – – –
EHC
1312
Everett Harris & Co
California
$379K +$3.58K +13 +1%
QL
1313
Quarry LP
New York
$377K +$326K +1,185 +1,118%
CAG
1314
Csenge Advisory Group
Florida
$377K -$187K -680 -33%
TCBWMS
1315
Texas Capital Bank Wealth Management Services
Texas
$376K -$275 -1 -0.1%
PP
1316
PDS Planning
Ohio
$376K +$19K +69 +6%
EFL
1317
ERn Financial LLC
Wisconsin
$375K -$5.23K -19 -1%
WAM
1318
Worth Asset Management
Texas
$374K – – –
JWM
1319
Jeppson Wealth Management
California
$373K -$1.65K -6 -0.5%
UF
1320
Univest Financial
Pennsylvania
$372K -$10.2K -37 -3%
SWM
1321
Salvus Wealth Management
New Jersey
$372K +$9.91K +36 +3%
NGA
1322
Naples Global Advisors
Florida
$371K -$1.65K -6 -0.5%
TCOTS
1323
Trust Company of the South
North Carolina
$370K +$47.6K +173 +16%
1IA
1324
1620 Investment Advisors
Massachusetts
$367K +$5.23K +19 +2%
CNB
1325
Camden National Bank
Maine
$365K +$13.2K +48 +4%
51 52
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